Broker Check

Team

Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs.

 

PROFESSIONAL BACKGROUND Part of the financial services industry since 1996, Joseph R. Radovic, MSFS, CLU®, ChFC®, CFP®, was named President of Ackley Financial Group and a Managing Partner for Penn Mutual Life Insurance...

Read more

Daniel R. Anderson, CFM

Sales Development & Training Coordinator

(469) 737-4040

PROFESSIONAL BACKGROUND Daniel Anderson has built his career on providing a holistic approach to helping families protect against premature death or disability, as well as helping them plan for their retirement years. Using the...

Read more

PROFESSIONAL BACKGROUND David E. Ayres received a BBA degree from Texas A&M University in 1971 and began a career in the Life Insurance field as an agent with Penn Mutual Life Insurance Company (PML) in Dallas, Texas. His agent...

Read more

PROFESSIONAL BACKGROUND Fred T. Badyna, CLU®, ChFC® offers a full range of investment* and insurance programs. Before receiving his Chartered Life Underwriter designation and his Chartered Financial Consultant designation, Fred...

Read more

PROFESSIONAL BACKGROUND Cary Bazan received a B.A. in Theatre/Communications from Angelo State University. After spending close to a decade in Los Angeles, Cary and his wife returned to Texas to start a family. He spent time in retail...

Read more

PROFESSIONAL BACKGROUND Debbie Becker has been Michael Smith's Administrative Assistant for 13 years. Before working for Mike, Debbie had over twenty-five years of experience in the apparel industry as an account manager. She has been...

Read more

Professional background Grover began his life insurance career in 1995. Over the past 20+ years he has developed a clientele composed of individuals, families and small businesses. His goal is to make sure that the wishes, hopes and...

Read more

Chandra Buckner joined Ackley Financial Group in July, 2000, as Client Service Representative, processing New Business applications as well as other Client Service duties. In 2004 she began working with John Ackley as his Executive...

Read more

Joe Chenoweth, CLU, ChFC, AEP

Vice-President Estate & Financial Planning Division

469-737-4030

PROFESSIONAL BACKGROUND Joe began his life insurance career in 1976. Over the past 25 years he has developed a specialty in the advanced, tax-sensitive uses of life insurance and other financial products to help individuals and...

Read more

Cristie Daniels

Administrate Assistant

469-737-4139

469-737-4100

Brenda Duke

Administrative Assistant to Fred Badyna

469-737-4132

469-737-4100

PROFESSIONAL BACKGROUND Todd Feldman grew up in Apple Valley, Minnesota and graduated from the University of Wisconsin-Madison in 1995 with a degree in Finance, Investments, and Banking. He began his career as a Financial Analyst with...

Read more

PROFESSIONAL BACKGROUND George Ferrin began his career with Armor wealth in January of 2014. George brings a unique prospective and skill set having spent more than a decade on the other side of the wealth building spectrum as a VP for...

Read more

PROFESSIONAL BACKGROUND Andrew began his career in finance in 2008 after graduating from the University of Texas with a degree in Government and Business Foundations. Andrew quickly excelled by earning not only the Penn Mutual...

Read more

PROFESSIONAL BACKGROUND Robert Gardner joined the financial services industry in 2000. Prior to joining this industry Robert was a successful business owner. His previous experience shaped his passion for working with business owners...

Read more

Linda J. Harrison, ALMI, AIAA, ACS

Senior Vice-President Agency Operations

469-737-4058

469-737-4100

PROFESSIONAL BACKGROUND Linda brings more than 30 years of life insurance company operations experience to ARMOR Wealth Management. Prior to being named Senior Vice President of Agency Operations with Ackley Financial in 1990, Linda...

Read more

PROFESSIONAL BACKGROUND Jesse graduated from Texas Tech University – Rawls College of Business with a Bachelors of Business Administration in Finance with a Concentration in Investments. While at Texas Tech, he was affiliated...

Read more

Jay Lester, CLU, ChFC

Chartered Financial Consultant

214-293-1869

888-979-6640

Contact Information18620 Crownover Ct.Dallas, Texas 75252 SPECIALIZATION Helping individuals and small businesses achieve financial success has been the greatest satisfaction of my practice for over 20 years. I have found that most...

Read more

PROFESSIONAL BACKGROUND Travis Martin was born in Katy, Texas. Travis graduated from Baylor University where he studied Sports, Sponsorship and Sales. Travis transferred to Baylor after completing an associate degree at McLennan...

Read more

PROFESSIONAL BACKGROUND Mel Meyers graduated in 1961 from the University of Oklahoma with a Bachelors degree and in 1962 with a Masters degree in Aero/Space Engineering. His first job was with Lockheed Aircraft in Burbank, CA., where...

Read more

PROFESSIONAL BACKGROUND Jeff was born and raised in South Orange, New Jersey, but has lived in Texas since 2000 as a result of relationships formed through his education. Jeff graduated with a Bachelor of Arts in Political Science from...

Read more

PROFESSIONAL BACKGROUND John Norman began his career in the financial service industry in 1983 with The New York Life Insurance Companies. In 1988, he joined The Mutual of Omaha Companies as a Life Insurance and Investment Specialist....

Read more

PROFESSIONAL BACKGROUND Toni began her insurance career in 1995 as a New Business Analyst and Assistant to the G.A. with Mass Mutual. In 1999 she began working as Administrative Assistant to Producer, Ted Harrell. Toni joined Ted in...

Read more

Sharon Pierce is a marketing and social media specialist who has been connecting people and products through technology for more than a decade. She uses her diverse experience in marketing, sales and business development to help our...

Read more

Kelley D. Pool

Director of First Impressions

469-737-4000

469-737-4100

PROFESSIONAL BACKGROUND Kelley is originally from Dallas however, she was raised in Duncan, Oklahoma. After graduation from high school she moved back to Dallas and started working in the insurance industry. Kelley went on and...

Read more

PROFESSIONAL BACKGROUND Sheehan was born in Houston, Texas, but grew up in Plano. He graduated from Plano Senior High School, where he played football, and moved on to play rugby at Texas Tech. He graduated with a dual Bachelor's in...

Read more

Devansh P. Ranchod

Financial Representative

469-737-4163

469-737-4100

PROFESSIONAL BACKGROUND Devansh grew up in Harare, Zimbabwe. He moved to Dallas to attend the University of North Texas where he graduated with a Bachelor’s of Business Administration in Finance. During his time there he was an...

Read more

PROFESSIONAL BACKGROUND Megan was born in Pensacola, Florida, but being raised as an Army Brat, grew up all over the United States. She began working with Rahman Financial Group in September 2014 after spending several years working...

Read more

Shelley R. Sanford

New Business Specialist

469-737-4043

469-737-4100

PROFESSIONAL BACKGROUND Shelley Sanford began her financial services career with Ackley Financial Group in 1988 as an Office Assistant. In 1989 she was promoted to New Business Analyst and assumed her role as Business Management...

Read more

PROFESSIONAL BACKGROUND Vignesh was born and raised in Chennai on the Southern Coast of India. After graduating from high school, he moved to the US for higher studies and completed his BA in International Studies (Latin America) from...

Read more

Syndia Dimas

Assistant Operations Manager to Frannie Gardner

469-737-4149

469-737-4100

PROFESSIONAL BACKGROUND Syndia Dimas is our Operations Assistant Manager and joined our team January 2013. Prior to joining Gardner Wallace Financial Solutions Syndia worked with our administration department for two years. She is...

Read more

Michael S. Smith

Financial Advisor / Senior Partner

469-737-4035

469-737-4023

PROFESSIONAL BACKGROUND Mike, an associate with ARMOR Wealth Management, has been in the financial services Industry since 1996. Mike holds his FINRA Series 6, 63 & 65 and General Lines – Life, Accident & Health and is an...

Read more

PROFESSIONAL BACKGROUND Lindsay Vitovsky, CFP®, CDFA™ is a native Texan who currently resides in Ellis County with her husband and two children. Lindsay was raised in a large family that included children with special needs...

Read more

PROFESSIONAL BACKGROUND Patrick joined the financial services industry in 2006 with Aflac where he earned the Rookie of the Year Award for his North Texas Region. In 2007 he was awarded with the Penn Mutual President’s Club Award...

Read more

PROFESSIONAL BACKGROUND: Trent Ware’s financial services career began in 2003 when he joined Ackley Financial Group as a Financial Representative. He assumed additional leadership responsibilities when he was promoted to a Sales...

Read more

Michael J. Weaver, CFP, CAP

CERTIFIED FINANCIAL PLANNER Certificant, Chartered Advisor in Philanthropy, Senior Partner

469-737-4059

PROFESSIONAL BACKGROUND Mr. Weaver works with owners of closely held businesses and key employees in the areas of business planning, protection and succession. His practice includes the design of specialized employer and employee...

Read more

Raymond Wong develops and implements the ARMOR Wealth Management technology strategy including software, hardware and liaison with Penn Mutual Life Insurance Company. He leads the database management process to optimize advisors’...

Read more

PROFESSIONAL BACKGROUND Andy is a graduate of Southern Methodist University, Dedman College of Humanities and Sciences. He received his Bachelor of Science In Economics with Financial Applications, May of 2017. While at SMU he held the...

Read more

PROFESSIONAL BACKGROUND Cindy began her career with A & H Employee Benefits in February 2017. She is an in-house broker that specializes in health insurance. In addition to designing and implementing benefit plans Cindy believes that...

Read more

PROFESSIONAL BACKGROUND Jerod helps his clients towards financial freedom by efficiently protecting their assets while implementing investment strategies for income replacement. He focuses on educating his clients about protection and...

Read more

PROFESSIONAL BACKGROUND Kyle was born in Austin, Texas and has lived in the Dallas/Fort Worth metroplex for the past 2 years. He graduated from Texas Christian University with a Bachelor’s of Science in Criminal Justice. He also...

Read more

Cassandra L. Seitz

Director of Recruiting

469-737-4042

469-737-4100

PROFESSIONAL BACKGROUND Cassandra Seitz received her Master’s Degree in Business Communication and Crisis Communication from the University of North Texas. She also has a Bachelor of Arts in Broadcast Journalism and Political...

Read more